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iShares Global Tech ETF

428 hedge funds and large institutions have $2.24B invested in iShares Global Tech ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $464K | Put options by funds: $82K

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $2.09B → $2.24B (+$157M)

1% more funds holding

Funds holding: 424428 (+4)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.67% less ownership

Funds ownership: 50.56%48.88% (-1.7%)

33% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 162

Holders
428
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.17%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
109
Reduced
162
Closed
23
Calls
$464K
Puts
$82K
Net Calls
+$382K
Net Calls Change
-$648K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$460M -$16.5M -229,852 -4%
JP Morgan Chase
2
JP Morgan Chase
New York
$213M -$2.03M -28,253 -1%
Bank of America
3
Bank of America
North Carolina
$185M +$15M +209,257 +9%
Morgan Stanley
4
Morgan Stanley
New York
$85M -$84.3M -1,173,239 -51%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$79.4M -$921K -12,821 -1%
Wells Fargo
6
Wells Fargo
California
$63.2M -$537K -7,472 -0.9%
LPL Financial
7
LPL Financial
California
$59.5M -$421K -5,859 -0.7%
Ameriprise
8
Ameriprise
Minnesota
$55.4M +$6.21M +86,462 +13%
PS
9
Portfolio Strategies
New York
$51.9M -$173K -2,402 -0.3%
PF
10
Phoenix Financial
Israel
$49.6M +$47.6M +663,000 New
AssetMark Inc
11
AssetMark Inc
California
$41.4M -$10.5M -146,179 -21%
BlackRock
12
BlackRock
New York
$39.4M +$2.04M +28,344 +6%
UBS Group
13
UBS Group
Switzerland
$37.3M +$505K +7,031 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$36.2M -$1.2M -16,771 -3%
PP
15
Patten & Patten
Tennessee
$34.5M +$1.35M +18,855 +4%
Pictet Asset Management
16
Pictet Asset Management
Switzerland
$25.5M -$4.61M -64,200 -16%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$24.1M +$1.44M +20,091 +7%
Osaic Holdings
18
Osaic Holdings
Arizona
$21M -$4.58M -63,757 -19%
EWG
19
Executive Wealth Group
Washington
$20.7M +$13.6M +189,704 +200%
Amundi
20
Amundi
France
$20.6M +$21M +292,500 New
Goldman Sachs
21
Goldman Sachs
New York
$19.4M +$635K +8,836 +4%
PA
22
Parallel Advisors
California
$19.1M +$175K +2,437 +1%
SC
23
Scotia Capital
Ontario, Canada
$15.3M -$573K -7,974 -4%
SRWM
24
Shira Ridge Wealth Management
California
$14.4M +$70.3K +979 +0.5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$14.1M +$570K +7,935 +4%

IXN Hedge Fund Activity: Q1 2024 in Review

428 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2024, worth a combined $2.24B — up 7.5% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IXN positions and 23 closed out — a net gain of 11 holders — while 109 added to existing stakes and 162 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $47.6M. The largest seller was Morgan Stanley, cutting an estimated $84.3M.

  • 428 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $2.24B of iShares Global Tech ETF stock for Q1 2024, up 7.5% quarter-over-quarter.
  • 34 funds opened new iShares Global Tech ETF positions in Q1 2024 and 23 closed out, a net change of +11 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2024 was Phoenix Financial, an estimated $47.6M added.
  • The largest iShares Global Tech ETF seller in Q1 2024 was Morgan Stanley, an estimated $84.3M sold.

Based on aggregated 13F filings for Q1 2024.